iShares Select Dividend ETFDVYETF
13F holders, Q1 2024 (March 31)1,229holders
4famous investors
$123.04avg. 13F price*
At the end of Q1 2024, 1,229 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($779.1M) and PNC Financial Services Group, Inc. ($492.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Select Dividend ETF
- CUSIP
- 464287168
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $99.4M |
| Exits | 72 | $85.1M |
Ownership 1,229 holders
| Bank of America Corp. | 0.10% | Add +0.0% | 8,441,507 | $1.0B |
| Morgan Stanley | 0.06% | Reduce -8.0% | 6,325,216 | $779.1M |
| PNC Financial Services Group, Inc. | 0.34% | Reduce -4.3% | 4,000,818 | $492.8M |
| Wells Fargo & Company | 0.13% | Reduce -2.8% | 3,877,345 | $477.6M |
| Northern Trust Corp. | 0.07% | Reduce -3.6% | 3,115,927 | $383.8M |
| Royal Bank of Canada | 0.07% | Reduce -21.6% | 2,329,898 | $287.0M |
| Bank of New York Mellon Corp | 0.05% | Reduce -17.0% | 2,086,085 | $257.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -7.7% | 1,608,032 | $198.1M |
| JPMorgan Chase & Co. | 0.02% | Reduce -15.9% | 1,507,293 | $185.7M |
| LPL Financial LLC | 0.09% | Reduce -8.6% | 1,366,984 | $168.4M |
| US Bancorp \de | 0.22% | Reduce -3.8% | 1,309,730 | $161.3M |
| Truist Financial Corp. | 0.23% | Reduce -17.2% | 1,246,683 | $153.6M |
| UBS Group AG | 0.04% | Reduce -18.7% | 1,022,705 | $126.0M |
| Bank of Montreal | 0.03% | Reduce -9.0% | 851,704 | $105.0M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Add +47.2% | 759,253 | $93.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +5.6% | 695,070 | $85.6M |
| Northside Capital Management, LLC | 14.97% | Add +0.0% | 681,441 | $83.9M |
| Commonwealth Equity Services, LLC | 0.13% | Add +2.0% | 636,401 | $78.4M |
| Jane Street Group, LLC | 0.10% | Add +1872.8% | 617,469 | $76.1M |
| Nissay Asset Management Corp. /Japan | 0.51% | Reduce -49.1% | 593,639 | $73.1M |
| Raymond James & Associates | 0.05% | Reduce -7.7% | 585,544 | $72.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -19.5% | 522,627 | $64.4M |
| Osaic Holdings, Inc. | 0.14% | Reduce -16.3% | 521,776 | $64.3M |
| Comerica Bank | 0.26% | Reduce -1.9% | 492,677 | $60.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -11.9% | 428,724 | $52.8M |
| Rockefeller Capital Management L.P. | 0.14% | Add +0.5% | 397,608 | $49.0M |
| Mariner, LLC | 0.10% | Reduce -3.9% | 397,115 | $48.9M |
| Cetera Investment Advisers | 0.11% | Add +291.2% | 389,988 | $48.0M |
| Focus Partners Wealth | 0.37% | Add +1314.8% | 372,659 | $45.9M |
| OMERS ADMINISTRATION Corp | 0.51% | New | 358,500 | $44.2M |
| Fifth Third Bancorp | 0.17% | Reduce -16.0% | 352,623 | $43.4M |
| Assetmark, Inc. | 0.13% | Add +8.2% | 335,076 | $41.3M |
| HighTower Advisors, LLC | 0.06% | Add +2.3% | 310,432 | $38.2M |
| BlackRock Inc. | 0.00% | Reduce -8.3% | 302,223 | $37.2M |
| Stifel Financial Corp. | 0.04% | Reduce -10.0% | 289,645 | $35.7M |
| Creative Planning | 0.04% | Reduce -2.4% | 286,873 | $35.3M |
| Commerce Bank | 0.23% | Reduce -2.2% | 286,354 | $35.3M |
| AMG National Trust Bank | 1.01% | Add +0.5% | 279,891 | $34.5M |
| M&T Bank Corp | 0.11% | Reduce -5.4% | 257,851 | $31.8M |
| Cibc World Market Inc. | 0.08% | Reduce -2.4% | 248,135 | $30.6M |
| LBMC Investment Advisors, LLC | 2.53% | Reduce -1.4% | 236,923 | $29.2M |
| Glenmede Trust Co. NA | 0.14% | Add +16.6% | 234,572 | $28.9M |
| Ellis Investment Partners, LLC | 6.21% | Reduce -1.9% | 231,957 | $28.6M |
| Synovus Financial Corp. | 0.36% | Reduce -1.2% | 227,468 | $28.0M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -18.3% | 225,892 | $27.8M |
| Mercer Global Advisors Inc. | 0.08% | Add +5.0% | 224,534 | $27.7M |
| Baird Financial Group, Inc. | 0.06% | Reduce -0.2% | 221,196 | $27.2M |
| Valmark Advisers, Inc. | 0.46% | Reduce -0.6% | 214,788 | $26.5M |
| St. Clair Advisors, LLC | 7.74% | Reduce -0.3% | 193,498 | $23.8M |
| First National Bank & Trust Co. of Newtown | 4.81% | Reduce -1.7% | 192,331 | $23.7M |
| Private Advisor Group, LLC | 0.17% | Reduce -0.7% | 190,778 | $23.5M |
| Susquehanna International Group, LLP | 0.03% | Add +307.0% | 184,670 | $22.7M |
| Blair William & Co. | 0.07% | Reduce -21.4% | 170,564 | $21.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +2.3% | 159,906 | $19.7M |
| Franklin Resources Inc. | 0.01% | Reduce -0.8% | 157,129 | $19.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -10.5% | 146,294 | $18.0M |
| AlTi Global, Inc. | 0.49% | Reduce -2.0% | 143,725 | $17.7M |
| Cerity Partners LLC | 0.04% | Reduce -9.0% | 138,323 | $17.0M |
| Capital Investment Advisors, LLC | 0.39% | Reduce -7.5% | 135,471 | $16.7M |
| Arcus Capital Partners, LLC | 5.27% | Add +17.1% | 135,195 | $16.7M |
| Trustmark Bank Trust Department | 1.34% | Reduce -3.1% | 133,166 | $16.4M |
| Kestra Advisory Services, LLC | 0.11% | Add +17.2% | 127,813 | $15.7M |
| National Bank of Canada | 0.03% | Reduce -1.1% | 123,466 | $15.3M |
| Cullen/Frost Bankers, Inc. | 0.22% | Reduce -7.0% | 120,981 | $14.9M |
| Avantax Advisory Services, Inc. | 0.13% | Add +5.6% | 116,199 | $14.3M |
| NTV Asset Management LLC | 2.16% | Reduce -0.7% | 115,113 | $14.2M |
| Corient Private Wealth LP | 0.02% | Reduce -4.9% | 105,654 | $13.0M |
| FMR LLC | 0.00% | Add +8.9% | 105,101 | $12.9M |
| Lee Financial Co | 2.16% | Reduce -7.5% | 105,089 | $12.9M |
| HRT Financial LP | 0.08% | New | 103,075 | $12.7M |
| IFG Advisors, LLC | 3.21% | Add +3.8% | 100,584 | $12.4M |
| Gunma Bank,Ltd. | 6.49% | Add +73.9% | 100,000 | $12.3M |
| Beacon Pointe Advisors, LLC | 0.14% | Reduce -5.5% | 99,223 | $12.2M |
| Bank of Hawaii | 0.59% | Reduce -5.7% | 97,924 | $12.1M |
| Kwmg, LLC | 1.29% | Add +3.1% | 95,511 | $11.8M |
| Bokf, NA | 0.21% | Reduce -26.0% | 96,177 | $11.8M |
| MAI Capital Management | 0.12% | Reduce -3.6% | 94,536 | $11.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.29% | Add +4.4% | 94,090 | $11.6M |
| Powell Investment Advisors, LLC | 6.07% | Add +0.2% | 93,281 | $11.5M |
| SOA Wealth Advisors, LLC. | 2.35% | Reduce -1.2% | 92,180 | $11.4M |
| Equitable Holdings, Inc. | 0.13% | Reduce -15.7% | 90,971 | $11.2M |
| Moneta Group Investment Advisors LLC | 0.18% | Add +18.3% | 89,806 | $11.1M |
| Captrust Financial Advisors | 0.04% | Reduce -5.3% | 88,326 | $10.9M |
| North Star Investment Management Corp. | 0.77% | Add +2.5% | 87,346 | $10.8M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +4.2% | 86,530 | $10.7M |
| Citadel Advisors | 0.01% | Add +304.3% | 85,345 | $10.5M |
| GW Henssler & Associates Ltd. | 0.61% | Add +16.9% | 84,786 | $10.4M |
| Round Rock Advisors LLC | 2.44% | Add +2.3% | 82,592 | $10.2M |
| Trilogy Capital Inc. | 0.57% | Reduce -10.9% | 80,327 | $9.9M |
| Asset Advisors Investment Management, LLC | 1.10% | Reduce -2.9% | 79,893 | $9.8M |
| JGP Wealth Management, LLC | 1.37% | New | 76,809 | $9.5M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -3.6% | 76,050 | $9.4M |
| Linscomb Wealth, Inc. | 0.48% | Reduce -4.2% | 75,845 | $9.3M |
| Verus Financial Partners, Inc. | 1.08% | Reduce -4.2% | 74,791 | $9.2M |
| Fifth Third Wealth Advisors LLC | 1.40% | Add +728.9% | 73,108 | $9.0M |
| Pathstone Holdings, LLC | 0.04% | Reduce -8.5% | 72,990 | $9.0M |
| NewEdge Advisors, LLC | 0.08% | Reduce -2.0% | 71,716 | $8.8M |
| Wedbush Securities Inc. | 0.32% | Reduce -0.1% | 70,271 | $8.7M |
| White Lighthouse Investment Management Inc. | 1.73% | Reduce -0.4% | 69,256 | $8.5M |
| Pinnacle Financial Partners Inc | 0.18% | Reduce -6.5% | 68,498 | $8.4M |
"% of holder's portfolio" is DVY's weight in each manager's 13F, not the share of iShares Select Dividend ETF the manager owns.